CRM in Cloud for WooCommerce

Description

Synchronize your WordPress/ WooCommerce site with CRM in Cloud exporting users and orders in real time

AVAILABLE FEATURES

  • Export WordPress users as Contacts in CRM in Cloud.
  • Select one or more WordPress user level to export.
  • Create the Company in CRM in Cloud if exported with the user.
  • Export users avatars.
  • Export user orders to CRM in Cloud as opportunities.
  • Export products to CRM in Cloud by categories.
  • Export product images.
  • Delete all data in CRM in Cloud with a click.
  • (Premium) Update users in real time.
  • (Premium) Export new orders to CRM in Cloud as opportunities in real time.
  • (Premium) Update products in real time.

Try CRM in Cloud for free!

https://www.teamsystem.com/store/gestione-relazione-clienti/crm-in-cloud

IMPORTANT NOTES

This plugin sends data to an external service, like the products bought by the user and profile informations.

Service informations:

https://www.teamsystem.com/crm-in-cloud

Service endpoint:

https://app.crmincloud.it/api/v1/Contact

Service privacy policy:

https://www.teamsystem.com/privacy-policy

Screenshots

  • Single WordPress user imported with all his information
  • Tools available for exporting WordPress users to CRM in Cloud
  • Company imported in CRM in Cloud
  • WooCommerce orders imported in CRM in Cloud as opportunities
  • New WooCommerce orders exported in real time
  • Delete all in a click
  • Check the scheduled actions

Installation

  • Upload the ‘crm-in-cloud-for-wc’ directory to your ‘/wp-content/plugins/’ directory, using your favorite method (ftp, sftp, scp, etc…)
  • Activate CRM in Cloud for WooCommerce from your Plugins page.
  • Once Activated, go to WooComerce/ CRM in Cloud menu and set you preferences.

From your WordPress dashboard

  • Visit Plugins > Add New
  • Search for CRM in Cloud and download it.
  • Activate CRM in Cloud from your Plugins page.
  • Once Activated, go to WooComerce/ CRM in Cloud menu and set you preferences.

Reviews

There are no reviews for this plugin.

Contributors & Developers

“CRM in Cloud for WooCommerce” is open source software. The following people have contributed to this plugin.

Contributors

Changelog

1.0.0

Release Date: 28 September 2022

  • Enhancement: Users synchronization options
  • Enhancement: Create, update and delete users in real time
  • Enhancement: Export users avatars
  • Enhancement: Products synchronization options
  • Enhancement: Untrashed products synchronized with CRM in Cloud
  • Enhancement: Checkout fields to collect billing information
  • Enhancement: Better user interface
  • Enhancement: Export of uncompleted orders to CRM in Cloud with appropriate opportunity pahase
  • Enhancement: Split opportunities option
  • Enhancement: Opportunity details changed in CRM in Cloud
  • Enhancement: Update/ delete opportunities in real time
  • Enhancement: Export WooCommerce products to CRM in Cloud
  • Enhancement: Export WooCommerce products images to CRM in Cloud
  • Enhancement: Export WooCommercee products categories to CRM in Cloud
  • Enhancement: Include products in CRM in Cloud opportunities
  • Enhancement: Update/ delete products in real time
  • Bug fix: User not exported as contact to CRM in Cloud if not registered to the site

0.9.1

Release Date: 06 July 2022

  • Bug fix: WC orders not exported

0.9.0

Release Date: 08 April 2020

  • First release